No Retiree should ever have to worry about their money!

At RI Circular Quay, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe.

  • We help you make the most of your finances.
  • We know financial advice is as much about lifestyle and relationships, as money.
  • RI Circular Quay is Sydney CBD’s leading provider of financial advice.
Got a burning question? Ask John Now!

Whatever stage of life you’re at, it’s all taken care of…

Pre-Retirement

Take Advantage of Your Peak Earning Years So You Can Enjoy The Lifestyle You’ve Come To Love, Long After You Stop Working

Retirement

Get the Right Advice & Support For Your Retirement Phase of Life

Aged Care

It’s never too late to makes plans for your future.  We can help when it’s time to settle down again

What Our Clients Say…

I can’t express my gratitude enough

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When my husband retired…a friend of his recommended we see John Walker for some guidance.

John worked with us to develop our retirement plan. It felt like there were three of us working as a team.

When my husband took ill two years ago, I didn’t know who to turn to, so we approached John. John was able to simplify the complex rules around Aged Care in a series of simple, easy to follow steps.

For example, one of those steps was simply to contact an Aged Care facility close to home and arrange for a period of respite care for my husband. This was such a huge relief for me. I felt as if I had got my life back again.

I can’t express enough, my gratitude for John and the team in his office. They helped in filling in, what seemed to be, a monstrous amount of paperwork for Centrelink and Care facilities, as well as liaise with our accountant.

I’m ever so grateful for John’s help, especially during these recent times and so pleased that he is there whenever I need any questions answered.

Fay Raven

John truly understands our needs!

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John was recommended to us by two dear friends.

We had been with a financial advisor at another well respected institution, but felt we couldn’t really relate to them, or them to us.

We needed someone who understood that we really had retired and needed to grow and protect the funds we already had. Our money had to last but still be accessible enough to allow us to travel and enjoy our retired years.

When we met John, we immediately felt at ease.  His understanding of strategies and Government benefits has worked well for us.

We feel he truly understands our needs and lifestyle dreams and over the years we’ve had many conversations which resulted in achieving our goals.

With confidence we recommend the services of John and his team at RI Circular Quay.

Arthur & Judy Webster

Your personal approach makes you stand out

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A big “thank you” John for the good work you keep doing for your clients. I think you are a very competent financial planner and during these difficult economic times you send us information, keeping us up to date and offer advice when we don’t even ask.

The one thing that makes you “stand out from the rest” is your very personal approach and caring nature. At no time does one feel that your main aim is to make money – you seem to be there just to get the best result for us. I would recommend your service to anyone, without hesitation.

My son (a chartered accountant) has met you, listened to your advice and agrees with all I am saying. He advises me to keep on as your client because you go beyond what is expected, for no extra cost. Let’s say “you go the extra mile” – very rare today.

Thank you and best wishes for the future.

Patricia Horton

You’re in good company…

Rotary ClubJohn Walker has been an active member of Sydney Cove Rotary for 8 years, he is currently the Chairman of the Rotary Club’s ‘Sounds of Sydney’ committee. This has evolved into John chairing a joint committee between the Sydney Esteddfod and the Rotary Club to stage an annual Australian Choral Grand Prix.

John was awarded a Paul Harris Fellowship for his services to Rotary for his work in establishing the Australian Choral Grand Prix.

Sydney EsteddfodNot only has John chaired the joint committee of Sydney Eisteddfod and Rotary Club of Sydney Cove for the Australian Choral Grand Prix, but also the business has been a proud sponsor of the Event since its inception.

CLAIn conjunction with the CLA, we have put on a variety of workshops covering many subjects such as life insurance and self managed super funds, to members of the CLA.

In addition we have presented at seminars on aged care, organised by the CLA and Gadens law firm.

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We are proud to say that John has been instrumental in developing an exclusive relationship, between RI Advice and PROBUS South Pacific, to provide financial advice to over 130 000 PROBUS South Pacific members across Australia.

Find out how RetireInvest Financial Planning can help you build wealth and achieve your desired financial future, talk to us today – (02) 9241 3733 

Superannuation Rules Are Changing 1st July 2017 - Will You Be Affected?

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